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Onsite Paraplanner & Financial Planning Specialist
Job in
Carlsbad, San Diego County, California, 92002, USA
Listed on 2026-08-28
Listing for:
GHI Staffing Solutions
Full Time
position Listed on 2026-08-28
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Financial Analyst
Job Description & How to Apply Below
GHI Staffing Solutions in Carlsbad, CA is seeking a Paraplanner / Financial Planning Specialist to support Financial Advisors through the planning and client service process.
This role involves preparing financial plans, organizing client data, coordinating meeting materials, and assisting with advisor recommendations.
The ideal candidate has 2+ years in financial planning or wealth management, is detail-oriented, and may pursue CFP designation or Associate Advisor path; on-site, full-time.
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